State IRA Programs National Symposium Webcast (Rebroadcast) | 5183860C

Date :
April 22, 2019 8:00 AM - 3:50 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 7.00, MCLE 5.50, CFP 7.00, MCLE LS-EP 5.50
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States are taking the lead to address the retirement savings crisis by introducing innovative new public-private partnerships to help provide private sector workers with simple, easily accessible, low-cost ways to save. Since 2012, more than 40 states have introduced proposals to address the problem of retirement insecurity. Of these, 10 states and one city have enacted new programs and, by the end of 2018, three of the new auto-IRA programs — California, Illinois, and Oregon — will have begun enrolling workers. In all, there are three distinct types of programs. CalCPA Education Foundation is hosting an all-day national webcast symposium about how these state programs are transforming the retirement savings landscape and what you need to know from a compliance and program perspective for the benefit of your clients. You will gain a better understanding of the partnership with the private sector and the success of another similar program that many of your clients are familiar with, the state 529 plans. The road being embarked upon is a well-worn path to success. You will hear from thought leaders that were the genesis of the program, learn about what programs exist outside of the United States to create successful retirement outcomes for citizens of other countries, and what the future looks like in America to protect and create lifetime income streams for the participants. You will hear from the thought leaders at the state level in Oregon, California, and Illinois to hear about their compliance issues you and your clients need to be aware of. The Defined Contribution Institutional Investment Association (DCIIA) and Pensions and Investments recently recognized Oregon Treasurer Tobias Read with a 2018 Excellence and Innovation Award for his leadership in creating OregonSaves, a first-in-the-nation auto-enrollment IRA dedicated to expanding savings options to more people. This innovative approach will help empower workers at every income level and their families to invest in their own futures and financial well-being, and you will learn how to change the lives of the employees of your clients.



Identify the key states implementing State Savings Plans, and the specifics of the three types of plans either implemented in the process of implementation.
Recognize key compliance issues for your clients to plan for, and how the states determine number of employees at your clients’ company
Determine which of your clients will be impacted, and when they will be impacted.

Major Subjects:

State Savings Plans

Advanced Prep:


Misc. Information:

Register to attend online.
Level of Difficulty:
Field of Interest:
Specialized Knowledge
Designed For:
The symposium is for professionals who advise business owners with more than 4 employees. Since there is existing or pending legislation in more than 40 states, this webcast will be important to anyone who has clients in a state that is in the process of adoption of a state savings program. This includes:

1. CPAs
2. Attorneys
3. Financial Planners
4. Government officials considering the legislation/regulation of a plan in their respective state.


No Instructors listed.


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